Practical analysis for investment professionals

Leadership, Management & Communication Skills


Countering Coronavirus through Inclusive Culture

How have diversity and inclusion efforts at investment organizations held up amid the COVID-19 crisis?

Good vs. Bad Active Fund Management: Three Indicators

What distinguishes good active management fund styles from the bad?

Five Tips for Business Success from Five International Women in Finance

What advice do the top women in finance have for those trying to make their way in the sector?

Let’s Get Physical 3: How to Moderate Panel Discussions

The moderator often makes or breaks a panel discussion. Nonverbal communication expert Mark Bowden provides some pointers.

2020 US Wealth Management Outlook: Personalized Financial Advice

The wealth management industry needs to see itself as a holistic provider of advice and money management for everyone.

Margaret Franklin, CFA: Diversity Drives Better Investor Outcomes

Margaret Franklin, CFA, calls on the investment industry to not only deliver alpha but also to drive positive change.

Responsible Innovation: How Can European Asset Managers Lead?

How can firms and practitioners adapt to the challenges confronting the investment industry? Responsible innovation may hold part of the answer.

Top 10 Posts from 2019: Damodaran, Marks, Shiller, and Buffett

The leading Enterprising Investor articles from 2019 feature insights from some of the top luminaries in all of finance.

Letters to Tony: What Is a Fair Fee for Financial Advice?

Too often advisers fail to explain investment topics in simple, no-nonsense language. This series seeks to address that.

Private Real Estate Fund Categories: A Risk/Return Assessment

Based on the risk-adjusted performance of all three categories of private real estate funds, investors are paying billions in economically unwarranted fees.